Alternative Investment Funds (AIF)Compare Schemes
IFMR Fimpact Long Term Credit Fund vs Umbrella Blend Fund 2
Add SchemeGrowth of ₹1 Crore
IFMR Fimpact Long Term Credit Fund
Umbrella Blend Fund 2
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
10.54%
2.39%
6 Months
10.78%
7.53%
1 Year
10.62%
4.35%
3 Years
11.64%
8.80%
5 Years
12.22%
10.81%
Since Inception
12.38%
12.10%
Fund Age
9 yrs 4 mo
5 yrs 1 mo
AUM
₹191.46 Cr
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Alpha – 1 Year
—
1.37%
Alpha – 3 Years
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−3.09%
Information Ratio – 3 Years
-1.21
-0.44
Volatility – 1 Year
4.21%
16.32%
Volatility – 3 Years
4.79%
14.28%
Beta – 1 Year
-0.01
0.89
Beta – 3 Years
-0.14
0.88
Sharpe Ratio – 1 Year
-1.23
0.00
Sharpe Ratio – 3 Years
-1.17
0.29
Worst Rolling Year
-0.66%
7.61%
Value at Worst Rolling Year
₹0.99 Cr
₹1.08 Cr
Deepest Drawdown
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−15.88%
Recovery Period
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103 days
1-Year Rolling Windows Positive
2.05%
100.00%
Median Rolling Year
0.18%
12.31%
5-Year Rolling Windows Positive
73.58%
100.00%
Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Neogrowth Credit Pvt. Ltd. 13.80% DB REDEEM 28/02/2026 INR 100000 · 10.40%
Satya Microcapital Ltd. 15.75% DB REDEEM 30/05/2025 INR 1000000 · 7.80%
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Top Sectors
Others · 28.60%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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